How do I set up Tax Groups?

A Tax Group is a set of taxes, discounts, or deposits that are applied to the cost and/or purchase price of that item. You can have Federal Tax applied to one item but Local Tax and Federal Tax to another. Many dry goods and beer/liquor items vary in which taxes are applied.

*You must set up taxes and adjustments (discounts or fees) applicable for your area in Taxes and Adjustments before assigning tax groups.

To Add, Edit, or Delete a Tax Group

1. Click "Settings" (upper left corner)
2. Choose "Setup"
3. Select "Tax Groups"
4. Select an existing group to edit or click "Delete". To create a new group, click "Add".
5. Enter the details as below.
6. Click "Save"
7. To apply a tax group to an item, select the appropriate tax group from the tax group drop-down box in the Items window. If the purchase price includes a tax group, check this box and prices will be adjusted accordingly.
   

   Field	Details
   Group Code	Enter a two-digit group code for the tax group (e.g. PT, GP, GT).
   Description	Enter the description for the group
   Select Taxes	Check each tax box to include.